|
1
|
|
$7.17M
|
+$514K
|
+28,682
|
+8%
|
|
|
2
|
Rockefeller Capital Management
New York
|
$6.62M
|
-$44.8K
|
-2,500
|
-0.7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.65M
|
+$87K
|
+4,851
|
+2%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.54M
|
+$1.09K
|
+61
|
+0%
|
|
|
5
|
1607 Capital Partners
Richmond,
Virginia
|
$2.3M
|
-$22.8K
|
-1,274
|
-1%
|
|
|
6
|
Hara Capital
Bellevue,
Washington
|
$2.02M
|
–
|
–
|
–
|
|
|
7
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2M
|
+$127K
|
+7,100
|
+7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.95M
|
+$315K
|
+17,558
|
+19%
|
|
|
9
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.66M
|
-$226K
|
-12,625
|
-12%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.63M
|
-$69.9K
|
-3,899
|
-4%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$1.61M
|
-$15.8K
|
-881
|
-1%
|
|
|
12
|
Sentinel Trust
Houston,
Texas
|
$1.34M
|
-$508K
|
-28,350
|
-27%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1.09M
|
+$302K
|
+16,866
|
+38%
|
|
|
14
|
VanEck Associates
New York
|
$1.01M
|
-$357K
|
-19,925
|
-26%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$933K
|
-$39.4K
|
-2,196
|
-4%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$742K
|
+$32.1K
|
+1,792
|
+4%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$662K
|
+$32.1K
|
+1,790
|
+5%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$660K
|
+$143
|
+8
|
+0%
|
|
|
19
|
|
$535K
|
–
|
–
|
–
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$522K
|
+$1.94K
|
+108
|
+0.4%
|
|
|
21
|
|
$502K
|
-$26.4K
|
-1,475
|
-5%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$396K
|
+$84.4K
|
+4,705
|
+27%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$360K
|
-$24.5K
|
-1,365
|
-6%
|
|
|
24
|
Millennium Management
New York
|
$330K
|
-$57.5K
|
-3,207
|
-15%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$324K
|
-$38.3K
|
-2,136
|
-11%
|
|
